Take your clients from the poor house to the penthouse
December 6 @ 11:00 am - 12:00 pm
Padua Solution's technical team have developed a database containing the technical legislative and regulatory parameters for five hundred and seventy-five (yes 575) advice strategies. In this highly technical but interactive session, Padua Solutions Co-Founder and Co-CEO Matt Esler and Head of Technical Advice Rudy Haddad show you how to maximize the beneficial outcome of your strategy recommendations and highlight the value you create for them in the process.
Meet our guest speakers
Co-founder @PADUA Financial Group
Matthew Esler is the co-founder and Co-CEO of Padua Solutions. Matthew has over twenty (20) years of experience in the financial industry and has been at the forefront of financial advice technology for most of that time, having formerly been a co-founder and executive director of Midwinter. Matt is focused on simplifying complex strategy advice and enhancing the adviser workflow through next-generation technology. Matt has a Bachelor of Economics (University of Sydney) and a Graduate Diploma of Applied Finance and Investment (SIA).
Head of Technical Advice @Padua
Rudy has over 23 years of experience in financial advice and product. He is currently the Head of Technical Advice at Padua Solutions, a thriving financial software and services business. Rudy oversees Padua’s technical advice capabilities for its software and has key inputs into its successful paraplanning operations. Prior to joining Padua, Rudy was a Keyperson and Responsible Manager of the Wealth Market AFSL. There, his day-to-day duties included general management, establishing licensee standards as well as adviser training and quality assurance. Rudy has also held senior positions at ING Australia, OnePath and ANZ Wealth, including heading up Technical Services and intermediated life risk sales strategy. Further, Rudy has worked on behalf of industry lobby groups to lobby the Australian government on areas impacting advice, product design, superannuation and taxation law.
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